Private Client Relationship Manager, New Bedford, MA

3 months ago

Smith Mills, United States Citizens Full time

Description

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial goals.

Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.

As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long-term, always taking the next step, and collaborating with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy.

As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships. You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience. Leading with financial planning requires you to offer our full value proposition and allows the client to utilize those personalized financial solutions that address their specific financial needs.

Primary responsibilities include

Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition.
Perform regular, proactive outreach to manage, deepen and retain the relationships, creating remarkable experiences.
Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager.
Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals.
Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
Leverage Salesforce CRM tool to document client interactions in detail
Build an activity-based business development plan centered around proactive outreach and follow-up behaviors.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree (preferred) or 3-5 years relevant equivalent experience
SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
At least two FINRA licenses required; additional licenses can be obtained within a specific timeframe upon hire.
Demonstrated success in a client-centric, proactive sales environment.
Experience in cultivating relationships
Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
Experience establishing and maintaining relationships with clients and internal partners.
Excellent written and verbal communication skills
Knowledge of industry regulatory requirements to ensure a sound control environment.

Upcoming start date

October 28,2024

Hours & Work Schedule

Work Schedule: M-F
40 hours

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

  • Client Relationship Specialist

    3 weeks ago

    Marstons Mills, Massachusetts, United States Bank of America Full time

    Job OverviewWe are seeking a highly motivated Client Relationship Specialist to join our team in the Hyannis, MA area. As a key member of our financial center, you will play a critical role in building strong relationships with clients and delivering exceptional customer service.About UsBank of America is committed to helping our clients achieve their...

  • Patient-Centered Caregiver

    7 days ago

    Russells Mills, United States NEW BEDFORD MANAGEMENT SYSTEMS INC Full time

    About Our TeamOur team of dedicated professionals is committed to providing exceptional care and creating a supportive work environment at Integritus Healthcare. We value our patients and staff equally, promoting collaboration, respect, and open communication.We are seeking a compassionate and skilled LPN to join our team in NEW BEDFORD, MA. As an LPN at...

  • Licensed Practical Nurse Opportunity

    7 days ago

    Russells Mills, United States NEW BEDFORD MANAGEMENT SYSTEMS INC Full time

    About UsIntegritus Healthcare has been serving the community since 1989, providing top-quality skilled nursing care for short-term rehabilitation and long-term care. Our focus is on maximizing patient recovery, comfort, and independence for the highest possible quality of life.We strive to create a work environment that values our patients and staff equally,...

  • Client Relationship Specialist

    3 weeks ago

    Smith Center, Kansas, United States Edward Jones Full time

    Oversee Client Relationships and Drive Financial SuccessWe are seeking a skilled Branch Office Administrator to join our team. As a BOA, you will be the first point of contact for clients, providing exceptional service and support.About the RoleThis is an exciting opportunity to work in a dynamic environment where you can utilize your communication skills...

  • Client Relationship Specialist

    3 weeks ago

    Fort Smith, Arkansas, United States Scot Shaw - State Farm Agent Full time

    About UsScot Shaw - State Farm Agent is a reputable agency established in 2002, dedicated to providing exceptional customer service and insurance solutions.Salary$65,000 - $85,000 per year, including salary plus commission/bonus opportunities.About the RoleAs an Account Manager, you will play a vital role in our daily business operations, fostering strong...

  • RN Manager

    1 week ago

    Russells Mills, United States GREATER NEW BEDFORD SURGERY CENTER Full time

    Job Description: The Nurse Manager in the Ambulatory Surgery Center (ASC) plays a crucial role in ensuring the smooth operation and administration of the facility and the efficient delivery of patient care. This position involves overseeing the daily surgical flow, coordinating staff activities, managing medication and supply orders, conducting regular...

  • Schools - Physical Therapist

    1 month ago

    Russells Mills, United States ProCare Therapy Full time

    Job DescriptionJob DescriptionMinimum 1+ years physical therapy experience required.ProCare Therapy is currently seeking a dedicated Physical Therapist to support a school district near New Bedford, MA for the upcoming academic year. If you're passionate about making a difference, we encourage you to apply today. Candidates must hold a license in...

  • RN Manager

    2 weeks ago

    Russells Mills, United States GREATER NEW BEDFORD SURGERY CENTER Full time

    Job DescriptionThe Nurse Manager in the Ambulatory Surgery Center (ASC) plays a crucial role in ensuring the smooth operation and administration of the facility and the efficient delivery of patient care. This position involves overseeing the daily surgical flow, coordinating staff activities, managing medication and supply orders, conducting regular audits...

  • RN Manager

    3 weeks ago

    Russells Mills, United States GREATER NEW BEDFORD SURGERY CENTER Full time

    Job DescriptionThe Nurse Manager in the Ambulatory Surgery Center (ASC) plays a crucial role in ensuring the smooth operation and administration of the facility and the efficient delivery of patient care. This position involves overseeing the daily surgical flow, coordinating staff activities, managing medication and supply orders, conducting regular audits...

  • Therapist Position in a School Setting

    3 weeks ago

    Russells Mills, United States ProCare Therapy Full time

    Job OverviewProCare Therapy is currently seeking a dedicated Physical Therapist to support a school district near New Bedford, MA for the upcoming academic year.Compensation and BenefitsThe estimated annual salary for this position is $80,000-$110,000 based on industry standards and location. In addition to competitive pay, ProCare Therapy...

  • RN Manager

    2 weeks ago

    Russells Mills, MA, United States GREATER NEW BEDFORD SURGERY CENTER Full time

    Job DescriptionThe Nurse Manager in the Ambulatory Surgery Center (ASC) plays a crucial role in ensuring the smooth operation and administration of the facility and the efficient delivery of patient care. This position involves overseeing the daily surgical flow, coordinating staff activities, managing medication and supply orders, conducting regular audits...

  • Insurance Relationship Manager

    2 days ago

    Owings Mills, Maryland, United States Renita Prevot - State Farm Agent Full time

    Position Overview:Renita Prevot - State Farm Agent is seeking a motivated and customer-focused individual to join their team as an Insurance Relationship Manager. This role involves establishing relationships with customers, following up as needed, and educating them about insurance options using a customer-focused approach.Responsibilities:Develop leads,...

  • Veritas Partners

    7 days ago

    owings mills, United States Veritas Partners - Client Full time

    Longtime Client expanding domestically is in search of a Director of Operations for their Maryland based teams. The ideal candidate is a highly analytical leader responsible for leading the company's day-to-day business operations (managing the company budget, ensuring operational compliance is followed, and addressing administrative...

  • Relationship Banker

    2 weeks ago

    Owings Mills, United States Disability Solutions Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Client Services Development Associate

    3 weeks ago

    Glen Mills, Pennsylvania, United States The Malvern School Full time

    We are seeking a highly skilled Client Services Development Associate to join our team at The Malvern School.As a Client Services Coordinator, you will play a key role in supporting the Child Care Enrollment team by assisting customers with their inquiries and developing interest in potential customers.The ideal candidate will have excellent communication...

  • Client Liaison Associate

    3 weeks ago

    Owings Mills, Maryland, United States Yount Hyde & Barbour PC Full time

    Business Development SpecialistWe are seeking a highly skilled and organized Business Development Specialist to join our team at Yount Hyde & Barbour PC. As a key member of our staff, you will play a crucial role in fostering long-term relationships with clients and ensuring the achievement of strategic goals.Job Responsibilities:Maintain and manage...

  • Client Experience Ambassador

    7 days ago

    Fort Smith, Arkansas, United States Keith Hurst - State Farm Agent Full time

    We are currently seeking a highly skilled Client Experience Ambassador to join our team at Keith Hurst - State Farm Agent. This role comes with a competitive salary of approximately $55,000 per year.About the PositionWe are looking for an individual who is passionate about delivering outstanding customer experiences and has a knack for building strong...

  • Relationships and Lending Expert

    3 weeks ago

    Aston Mills, United States Sun East Federal Credit Union Full time

    Unlock Your Potential as a Member Relationship AdvisorWe are seeking an experienced Member Relationship Advisor to join our team at Sun East Federal Credit Union.About the Role:The successful candidate will be responsible for generating new accounts and loans by assisting potential and existing members with their deposit and lending needs. This role involves...

  • Senior Client Services Coordinator

    3 weeks ago

    Owings Mills, Maryland, United States Pyramid Consulting, Inc Full time

    We are seeking a talented Senior Client Services Coordinator to join our team in Owings Mills, MD. As a Senior Client Services Coordinator, you will play a key role in maintaining communication with assigned clients' operational and administrative needs.The ideal candidate will have strong customer service skills and be able to navigate the Retirement Plan...

  • Private Soccer Coach

    4 months ago

    Scotts Mills, United States Dribbler Full time

    Dribbler, the fastest-growing private soccer training provider in the US, is now hiring soccer coaches in Scotts Mills, OR! Dribbler serves all 50 states and all major cities. We have helped thousands of soccer players become the best they can be. If you're looking for a soccer coaching job in Scotts Mills, OR who loves coaching and inspiring others,...